Godshalk Welsh Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Godshalk Welsh Capital Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$256K	Hold	8,800	–	–	0.15%	116
2025 Q4	$251K	Hold	8,800	–	–	0.14%	117
2025 Q3	$246K	Hold	8,800	–	–	0.14%	117
2025 Q2	$223K	Sell	8,800 -800	-8%	-$18.9K	0.14%	126
2025 Q1	$225K	Hold	9,600	–	–	0.15%	113
2024 Q4	$248K	Sell	9,600 -2,000	-17%	-$53.2K	0.16%	108
2024 Q3	$299K	Hold	11,600	–	–	0.19%	103
2024 Q2	$275K	Hold	11,600	–	–	0.18%	106
2024 Q1	$286K	Hold	11,600	–	–	0.19%	104
2023 Q4	$274K	Hold	11,600	–	–	0.2%	107
2023 Q3	$240K	Hold	11,600	–	–	0.18%	107
2023 Q2	$254K	Hold	11,600	–	–	0.17%	106
2023 Q1	$243K	Hold	11,600	–	–	0.17%	109
2022 Q4	$235K	Hold	11,600	–	–	0.17%	108
2022 Q3	$219K	Hold	11,600	–	–	0.16%	112
2022 Q2	$226K	Hold	11,600	–	–	0.16%	108
2022 Q1	$275K	Hold	11,600	–	–	0.17%	108
2021 Q4	$297K	Hold	11,600	–	–	0.17%	106
2021 Q3	$290K	Hold	11,600	–	–	0.18%	102
2021 Q2	$290K	Buy	11,600 +600	+5%	+$15.3K	0.18%	101
2021 Q1	$274K	Hold	11,000	–	–	0.19%	103
2020 Q4	$245K	Buy	+11,000	New	+$219K	0.18%	102
2018 Q3	–	Sell	-11,180	Closed	-$206K	–	113
2018 Q2	$206K	Buy	+11,180	New	+$202K	0.22%	104
2018 Q1	–	Sell	-12,640	Closed	-$220K	–	115
2017 Q4	$220K	Hold	12,640	–	–	0.22%	113
2017 Q3	$213K	Hold	12,640	–	–	0.21%	122
2017 Q2	$202K	Buy	+12,640	New	+$200K	0.2%	125
2015 Q4	–	Sell	-16,640	Closed	-$211K	–	141
2015 Q3	$211K	Hold	16,640	–	–	0.23%	130
2015 Q2	$239K	Hold	16,640	–	–	0.24%	127
2015 Q1	$240K	Hold	16,640	–	–	0.25%	121
2014 Q4	$229K	Buy	+16,640	New	+$221K	0.21%	131

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Godshalk Welsh Capital Management's SCHA Position: Q1 2026 in Review

Godshalk Welsh Capital Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 8,800 shares worth $256K. The position accounts for 0.15% of the portfolio, ranked #116.

Godshalk Welsh Capital Management first reported a position in SCHA in Q4 2014 and has held it in 30 quarters since. The position peaked at $299K in Q3 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Godshalk Welsh Capital Management held 8,800 shares of Schwab U.S Small- Cap ETF worth $256K as of Q1 2026.
Godshalk Welsh Capital Management left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.15% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #116 holding.
Godshalk Welsh Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 30 quarters since.
Godshalk Welsh Capital Management's Schwab U.S Small- Cap ETF position peaked at $299K in Q3 2024.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.